SLF
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Sun Life Financial’s CMS Energy CMS Stock Holding History

Sun Life Financial’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-171
Closed -$10K – 163
2021
Q1 		$10K Buy
171
+1
+0.6% +$57 ﹤0.01% 393
2020
Q4 		$10K Sell
170
-2
-1% -$125 ﹤0.01% 362
2020
Q3 		$11K Buy
172
+3
+2% +$184 ﹤0.01% 326
2020
Q2 		$10K Sell
169
-2
-1% -$116 ﹤0.01% 296
2020
Q1 		$10K Buy
171
+4
+2% +$256 ﹤0.01% 259
2019
Q4 		$10K Sell
167
-64
-28% -$3.99K ﹤0.01% 313
2019
Q3 		$15K Buy
231
+3
+1% +$182 ﹤0.01% 441
2019
Q2 		$13K Sell
228
-256
-53% -$14.4K ﹤0.01% 455
2019
Q1 		$27K Sell
484
-297
-38% -$15.7K 0.01% 443
2018
Q4 		$39K Buy
781
+2
+0.3% +$101 0.01% 430
2018
Q3 		$38K Buy
779
+14
+2% +$682 0.01% 495
2018
Q2 		$36K Buy
765
+707
+1,219% +$31.9K 0.01% 493
2018
Q1 		$1.29K Sell
58
-560
-91% -$24.6K 0.01% 281
2017
Q4 		$29K Sell
618
-1,461
-70% -$70.8K ﹤0.01% 363
2017
Q3 		$96K Buy
2,079
+21
+1% +$991 0.01% 347
2017
Q2 		$95K Buy
2,058
+2,051
+29,300% +$94.8K 0.01% 351
2017
Q1 		$151 Buy
+7
New +$303 ﹤0.01% 325

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sun Life Financial's CMS Position: Q2 2021 in Review

Sun Life Financial sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 171 shares — an estimated $10K sold.

Sun Life Financial first reported a position in CMS in Q1 2017 and held it in 17 quarters. The position peaked at $96K in Q3 2017. 575 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

  • Sun Life Financial reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 171 CMS Energy shares in Q2 2021, an estimated $10K.
  • Sun Life Financial first reported a position in CMS Energy in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's CMS Energy position peaked at $96K in Q3 2017.
  • 575 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.